Uploading activity data with Repeat Upload

Use the Repeat Upload feature to upload Excel sheets almost instantly using saved mapping settings from a previous upload. For example, if you want to upload electricity data every month or quarter into an activity, you can save the mapping layout when completing the first upload. Then next month, using the Repeat Upload feature, you can choose the saved settings and upload automatically using the mapping saved from the previous upload.

Saving settings for Repeat Upload

When uploading data to a single activity, you can save your chosen mapping and sheet selection settings to use in future uploads.

1. In Diligent ESG toolbar, select Data Management and select GHG Activities, Energy Use Activities, Meter Manager, or Transport.

2. Complete Steps 2 to 12 outlined in Uploading activity data to a single activity in bulk.

3. Select the Save settings for re-use checkbox.

4. In the Name field, enter a name for the saved settings.

5. In the Description field, enter an informative description of the saved settings, and select Continue.

After you have saved upload settings, you can use the Repeat Upload feature instead of the New Upload feature to speed up the data entry process.

Using Repeat Upload for an upload

After you have saved the settings for future uploads, you can use the same layout in the upload sheet and the Repeat Upload feature. For example, if you are uploading Electricity data every month into an activity, you can save the mapping layout when completing the first upload. Then next month you can select the Repeat Upload feature and choose the saved settings to automatically upload using them.

1. In Diligent ESG toolbar, select Data Management and select GHG Activities, Energy Use Activities, Meter Manager, or Transport.

2. Use the Organisation and Geographic tabs or the column filter fields to search for an activity.

3. Select Select beside an activity that you want to repeat an upload for.

4. Select Repeat Upload.

5. In the ID, Name, and Description dropdown, select from the options to filter the list of saved settings.

6. In the Previous Uploads section, select Select beside the saved upload settings that you want to reuse. You can expand the row to view the details of the saved upload settings.

7. In the File Upload section, select Select, and select the spreadsheet from your files.

8. Select Continue. You are redirected to the Upload History tab to view the upload progress of the file.

Saving settings for bulk Repeat Upload

When using the Multi-Site Upload feature, you can save your chosen mapping settings for future use.

1. In Diligent ESG toolbar, select Data Management and select GHG Activities, Energy Use Activities, Meter Manager, or Transport.

2. Complete Steps 2 to 8 outlined in Uploading activity data to one or more activities for a specific building.

3. Select the Save settings for re-use checkbox.

4. In the Name field, enter a name for the saved settings.

5. In the Description field, enter an informative description of the saved settings, and select Continue.

After you have saved upload settings, you can use the Repeat Upload feature instead of the Multi-Site Upload feature to speed up the data entry process.

Using Repeat Upload for bulk uploads

To upload to the same activity type using the Repeat Upload feature, use the saved settings from a previous bulk upload.

1. In Diligent ESG toolbar, select Data Management and select GHG Activities, Energy Use Activities, Meter Manager, or Transport.

2. Select Repeat Upload.

3. In the ID, Name, and Description dropdown, select from the options to filter the list of saved settings.

4. In the Previous Uploads section, select Select beside the saved upload settings that you want to reuse. You can expand the row to view the details of the saved upload settings.

5. In the File Upload section, select Select, and select the spreadsheet from your files.

6. Select Continue. You are redirected to the Upload History tab to view the upload progress of the file.